Summary
Overview
Work History
Education
Skills
Certification
Languages
Work Preference
Software
Interests
Timeline
Hi, I’m

Heena Atwal

Nanaimo,Canada
Heena Atwal

Summary

Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.

Overview

14
years of professional experience
3
Certification

Work History

Vancouver Island University

Financial Analyst
Current

Job overview

  • Collaborated closely with cross-functional teams to analyze financial data and provide strategic insights to support decision-making processes.

Vancouver Island University

Revenue and Treasury Analyst
10.2021 - 12.2023

Job overview

  • Managed the day-to-day processing of accounts receivable and the collection of funds outstanding in the accounts receivable (AR) ledgers.

Summer Camp, Digital Media Academy / Stanford University

Instructor for Business Ideation and Launch of Business
06.2021 - 08.2021

Job overview

  • Worked with the world class summer camp leaders run under the umbrella of Stanford University,to deliver immersive and education programming to students around the world .I had an opportunity to teach Business Ideation and Entrepreneurship course to the group of students from different countries around the world from developing their idea to product testing, market research, and elevator pitch development, as well as making their own marketing pitch and video.

Trillium College

Business and Finance Instructor
04.2021 - 07.2021

Job overview

  • Taught QuickBooks and all Accounting courses/ job skills/business communications/Resume writing, Business maths, Business Research, marketing, organization behavior, entrepreneurship.
  • Promoted a positive learning environment by establishing clear expectations and maintaining consistent classroom management techniques.
  • Tracked student progress, frequently checking in with struggling students and identifying root causes of problems.
  • Assisted in curriculum development, ensuring alignment with state standards and best practices for effective instruction.
  • Shifted between formal and informal methods of teaching to keep students engaged.
  • Prepared quizzes, tests and examinations to gauge how well students were learning.

Canadian Institute of Management and Technology, CIMT College

Business and Finance Instructor
10.2019 - 05.2021

Job overview

  • Taught Financial Accounting, Bookkeeping, Human Resource Management, Business Planning, Business Research, and Organization Change Management based on learning outcomes in the course outlines.
  • Promoted a positive learning environment by establishing clear expectations and maintaining consistent classroom management techniques.
  • Tested and evaluated students on materials presented in workshops and classes.
  • Increased student motivation by developing engaging lesson plans that catered to various learning styles.

Chandigarh Group of Colleges

Assistant Professor and International Coordinator MBA Block
06.2018 - 05.2019

Job overview

  • Lectured courses through e-learning and traditional mode of teaching for bachelor and master’s degree programs in Business.
  • Built strong rapport with students through class discussions and academic advisement.
  • Evaluated student performance through comprehensive assessments, identifying areas of improvement and providing targeted feedback for growth.
  • Maintained an up-to-date knowledge of subject matter by attending conferences, workshops, and webinars relevant to the field of study.
  • Mentored students and communicated internship and employment opportunities.
  • Contributed to departmental goals by serving on various committees focused on curriculum development, assessment strategies, and accreditation requirements.
  • Contributed to campus activities to promote positive university image.
  • Inspired critical thinking skills among students by fostering a learning environment that encouraged open-mindedness, curiosity, and intellectual exploration.
  • Facilitated mock job interviews for student skill-building and promoted potential networking opportunities.

Sanjeev Jaswal (Engineer, First-Class Government Contractor)

Accountant and Administrator
01.2014 - 01.2018

Job overview

  • Prepared financial statements and maintained all financial records of the company.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
  • Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks.
  • Prepared and filed tax forms to meet needs of customers.
  • Used accounting software to issue tax returns and prepare consolidated reports.
  • Cooperated with senior leaders to create operating budgets and initiate financial planning.
  • Screened and transferred incoming calls, took down messages, and transmitted information and documents to internal personnel.
  • Coordinated with human resources department to handle payroll and personnel databases.
  • Oversaw vendor relations, negotiating contracts that resulted in cost savings for the organization.

BBK DAV College for Women

Assistant Professor – Commerce
05.2012 - 07.2013

Job overview

  • Lectured courses such as Business Law, Business Environment, Marketing, and Financial Accounting.
  • Evaluated student performance through comprehensive assessments, identifying areas of improvement and providing targeted feedback for growth.
  • Maintained an up-to-date knowledge of subject matter by attending conferences, workshops, and webinars relevant to the field of study.
  • Mentored students and communicated internship and employment opportunities.
  • Increased academic achievement by providing one-on-one mentoring and support to struggling students.
  • Proctored exams and provided remediation for learning improvement goals.
  • Improved student retention rates by developing engaging course materials and utilizing interactive teaching methods.
  • Facilitated mock job interviews for student skill-building and promoted potential networking opportunities.
  • Graded quizzes, tests, homework, and projects to provide students with timely academic progress information and feedback.
  • Impartially evaluated papers, projects and homework assignments of students, delegating grading to teaching assistants when appropriate.
  • Created positive and safe learning environment for students by setting and enforcing classroom code of conduct.

Chartered Accountant Rajesh Mehra & Associates

Accounting Intern
01.2010 - 01.2012

Job overview

  • Processed all general entries in ledger using GAAP using Tally and QuickBooks.
  • Assisted with month-end closing and reporting duties.
  • Gained hands-on experience with various accounting software programs such as QuickBooks, Excel, and Sage, enhancing overall efficiency in daily tasks.
  • Compiled monthly journal entries into general ledger system.
  • Demonstrated strong attention to detail when reviewing financial statements for errors or inconsistencies before submission to managementclients.
  • Assisted with annual audits, gathering required documentation and responding promptly to auditor inquiries.
  • Reviewed and paid vendor invoices monthly.
  • Prepared monthly closings by creating journal entries and reconciling accounts.
  • Maintained up-to-date knowledge of GAAP, providing guidance on best practices to colleagues and clients.
  • Managed cash flow by monitoring accounts receivable collections and ensuring prompt payments from clients.
  • Analyzed account information and reconciled financial discrepancies to maintain records integrity and compliance.
  • Facilitated accurate payroll processing by performing necessary calculations, deductions, adjustments, and verifications.
  • Developed strong client relationships through effective communication, timely responses, and professional demeanor.
  • Enhanced financial accuracy by conducting thorough account reconciliations and adjusting journal entries.
  • Prepared straightforward tax returns and explained expected refund or income tax liability and due date for payment.
  • Measured revenues, automated accounting systems and internal controls to evaluate financial data and transactions.
  • Used accounting software to issue tax returns and prepare consolidated reports.

Education

Anderson College of Business and Technology

Accounting and Payroll
01.2021

Sikkim Manipal University

Master’s in Business Administration in Finance
01.2016

GNDU

Master’s in Commerce
01.2011

GNDU

Bachelor’s in Commerce
01.2009

Skills

  • Financial Analysis
  • Budgeting & Forecasting
  • Financial Modeling
  • Data Analysis
  • Investment Analysis
  • Experience working with various accounting software and computer applications
  • Financial and operational reporting
  • Microsoft Excel and Pivot tables
  • Variance Analysis
  • Budget support

Certification

  • Certificate Of Completion Excel Introduction to Formulas and Functions, LinkedIn, 2024
  • Excel: PivotTables for, LinkedIn, 2024
  • Payroll Compliance Practitioner Certification, Canadian Payroll Association, 2021
  • Certificate in Workplace Essential Skills, The Learning Place, 2021
  • LLQP (Life License Qualification Certification) issued by Canadian Council of Insurance Regulators, World Financial Group, 2020
  • Certificate in Lectureship (University Grants Commission, India), 2011

Languages

English
Full Professional
Hindi
Native or Bilingual
Punjabi
Native or Bilingual

Work Preference

Work Type

Full Time

Work Location

HybridRemoteOn-Site

Important To Me

Work-life balanceCareer advancementPaid time offPersonal development programsFlexible work hoursHealthcare benefitsPaid sick leave

Software

Quickbooks

Interests

Cooking,Travelling,Dancing,Dressing up

Timeline

Financial Analyst

Vancouver Island University
Current

Revenue and Treasury Analyst

Vancouver Island University
10.2021 - 12.2023

Instructor for Business Ideation and Launch of Business

Summer Camp, Digital Media Academy / Stanford University
06.2021 - 08.2021

Business and Finance Instructor

Trillium College
04.2021 - 07.2021

Business and Finance Instructor

Canadian Institute of Management and Technology, CIMT College
10.2019 - 05.2021

Assistant Professor and International Coordinator MBA Block

Chandigarh Group of Colleges
06.2018 - 05.2019

Accountant and Administrator

Sanjeev Jaswal (Engineer, First-Class Government Contractor)
01.2014 - 01.2018

Assistant Professor – Commerce

BBK DAV College for Women
05.2012 - 07.2013

Accounting Intern

Chartered Accountant Rajesh Mehra & Associates
01.2010 - 01.2012

Anderson College of Business and Technology

Accounting and Payroll

Sikkim Manipal University

Master’s in Business Administration in Finance

GNDU

Master’s in Commerce

GNDU

Bachelor’s in Commerce
Heena Atwal